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CG Financial Services
Work Here?
Personalized retirement, estate, and business planning
CG Financial Services
Work Here?
Personalized retirement, estate, and business planning
Overview
CG Financial Services provides tailored financial planning for individuals and organizations in Michigan, North Carolina, and beyond. Personal Financial Services cover retirement and lifestyle planning, estate planning, tax minimization, and insurance planning, while Business Financial Services offer employee benefits, retirement plans, and executive compensation. Acting as a personal CFO, CG Financial Services coordinates with clients’ other advisors to align goals and deliver practical outcomes. Securities are offered through LPL Financial, with investment advice provided by Capital Asset Advisory Services, LLC, and these entities are separate from LPL; the firm’s goal is to help clients achieve financial security today and build a lasting legacy for the future.
About CG Financial Services
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Meridian Charter Township, Michigan
Founded
1999
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Simplify's Take
What believers are saying
- Hiipakka’s 2025 hire strengthened operating discipline across sales, planning, and insurance businesses.
- Wilmington’s permanent office and Josiah Whitten broaden CG’s North Carolina client reach.
- Asset scale above $4 billion supports recruiting, cross-selling, and enterprise investment.
What critics are saying
- LPL OSJ dependence exposes CG Financial to platform policy changes and payout compression.
- Hiipakka left in February 2026, signaling leadership churn during the next expansion phase.
- Client concentration in wealth management creates existential pressure if top advisors defect.
What makes CG Financial Services unique
- CG Financial Services manages over $4 billion across nearly 40 offices nationwide.
- Scott Hiipakka became president and COO in January 2025 to coordinate 60 staff.
- Wilmington and Mayfaire offices show a regional model with local advisors and services.
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Benefits
Health Insurance
Life Insurance
Paid Vacation
Hybrid Work Options
Company News
CG Financial Services announces the hiring of Scott Hiipakka as President and Chief Operating Officer.
Financial planning firm CG Financial Services opened a permanent office location in Wilmington and announced the hiring of Josiah Whitten as managing advisor.
CG Financial Services is Hiring for 7 Jobs on Simplify!
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About CG Financial Services
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Meridian Charter Township, Michigan
Founded
1999
CG Financial Services is Hiring for 7 Jobs on Simplify!
Find jobs on Simplify and start your career today